Understanding Relationships

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This article provides insights into the Relationships section!

The Relationships section displays all connections that exist for a given entity.  This includes all Affiliations and Associations, which are similar lists, but focus on different types of relationships.

Affiliations: Inward relationships within that Entity.  This includes Principals, Agents, Responsible Professionals, or Beneficial Owners, all of whom interact with that specific Entity.

Associations: Outward relationships that the Entity has with other Entities or People.  For example, this Entity owns 25% of the Shares in another Entity, or perhaps this Not Managed Entity is the Bank for many other Confirmed Entities.